Free list - 50 Things to Hand to Your AI

You just watched me name three things I’d never hand to AI. So here’s the other side of it.

Fifty jobs you can hand over, sorted by where they sit in your business. Start anywhere. Most people find four or five they could set up this week.

The one rule

Nothing on here touches your customer

It all happens in the back office, where the busy work is. Your brand and your client relationships stay human.

And anything that produces words a person is going to read is a draft. The AI writes it, you read it, you send it.

Finding clients

  1. Build a list of companies that look like your best clients
  2. Research an account before anyone reaches out
  3. Find the person who actually makes the decision
  4. Fill in the details missing from a prospect record
  5. Score a prospect against your own criteria before you spend time on them
  6. Surface the cold leads worth another look

Selling

  1. Brief yourself before a call: their company, your history, what’s still open
  2. Name the objections you’re likely to hear, before you hear them
  3. Turn the call recording into CRM notes so nobody types them
  4. Draft the follow-up while the call is still fresh
  5. Draft a proposal from what was actually said, not from a template
  6. Find the deals sitting stalled that nobody has touched

Marketing

  1. Pull apart what your competitors are actually running
  2. Turn that research into angles you could use
  3. Write ten hooks for the same idea so you can pick
  4. Turn one video into posts for every channel
  5. Read your reviews and pull out the words customers actually use
  6. Mine your sales calls for the pain people say out loud

Delivering the work

  1. Brief yourself on a client’s history before the meeting
  2. Turn a client call into a list of what happens next
  3. Draft the status update nobody wants to write
  4. Check a deliverable against what was actually agreed
  5. Flag the projects about to miss a date, before they miss it
  6. Turn client feedback into a revision list
  7. Draft the first version of anything routine

Running the company

  1. Turn a meeting into a summary and a list of actions
  2. Put those action items where they belong
  3. Turn a voice note into organized tasks
  4. Turn a recording of you doing the work into a written SOP
  5. Turn an SOP into a checklist someone can actually follow
  6. Update the SOP when somebody says the process changed
  7. Flag the work that’s overdue
  8. Find the same bottleneck showing up for the third time

Money and admin

  1. Pull the numbers off an invoice without typing them
  2. Sort expenses and flag the ones that look wrong
  3. Draft the overdue invoice reminder for you to send
  4. Match payments to the right customer record
  5. Pull the key terms out of a contract

Your team

  1. Sort applications against the criteria you wrote down
  2. Write interview questions built for that specific candidate
  3. Turn an interview recording into a filled-in scorecard
  4. Build an onboarding plan for a new role
  5. Answer the questions your team asks you every single week
  6. Turn your best person’s knowledge into an SOP

Your own leverage

  1. Wake up to a briefing on what happened yesterday
  2. Get your inbox sorted into what matters and what doesn’t
  3. Get prepped for every meeting on today’s calendar
  4. See which decisions actually need you and which don’t
  5. Ask your own company a question instead of asking your team
  6. Turn how you like things done into standing instructions

The other side

Three things I left off on purpose

Anything that talks to your customer without you. In a service business the relationship is the product. Automate that and you’ve automated away the thing they’re actually paying for.

Reporting your own numbers. Whoever owns a number should go find it, look at it, and say it out loud. Automate that and they stop seeing it. The number was never really the point. The attention was.

Anything you say to your team about their work. Reviews, feedback, the hard conversation. They can tell. You didn’t save twenty minutes, you spent trust you’re gonna need later.

All three fail for the same reason. If the fact that a human did it is the value, automating it deletes the value.

Scale without the chaos

Ready to build a business that doesn’t depend on you?

Start with a call. We’ll find the bottlenecks and the dependencies that keep the business tied to you, and you’ll leave knowing what to fix first whether you work with us or not.

Book a callSee how the install works